Portfolio Views let you combine multiple portfolios and view their performance and reports as one.
The underlying portfolios remain separate. You can still open and manage each portfolio individually.
Portfolio Views were previously called Portfolio Groups.
Create A Portfolio View
To create a Portfolio View:
Open the portfolio selector at the top left.
Select Manage Portfolios.
Open the Views tab.
Select Add View.
Enter a clear name for the Portfolio View.
Select the portfolios you want to include.
Select Create View.
You can only include portfolios that use the same base currency. For example, an AUD portfolio cannot be included in the same Portfolio View as a USD portfolio.
Creating a Portfolio View does not combine or change the underlying portfolio data.
Open A Portfolio View
After creating a Portfolio View, it will appear under the Views tab on the Manage Portfolios page.
Select the Portfolio View’s name to open it on the Portfolio page.
You can also open the portfolio selector at the top left and choose the Portfolio View from the list.
When a Portfolio View is selected, Navexa combines the included portfolios when displaying:
Portfolio performance
Holdings
Income
Portfolio analytics
Reports
The individual portfolios remain available from the portfolio selector.
Edit A Portfolio View
You can change a Portfolio View’s name or the portfolios included in it.
To edit a Portfolio View:
Open the portfolio selector at the top left.
Select Manage Portfolios.
Open the Views tab.
Open the actions menu beside the Portfolio View.
Select Edit.
Change the name or included portfolios.
Select Save Changes.
Any portfolios added to the view must use the same base currency.
Delete A Portfolio View
To delete a Portfolio View:
Open the portfolio selector at the top left.
Select Manage Portfolios.
Open the Views tab.
Open the actions menu beside the Portfolio View.
Select Delete.
Confirm the deletion.
Deleting a Portfolio View does not delete its underlying portfolios, holdings or transaction data.